TD
TD

Tayne Deneui

14 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Tayne Deneui is a registered investment advisor at LPL Financial LLC, based in Minneapolis, MN, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1118 Cedar Lake Rd S, Minneapolis, MN, 55405

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Tayne is the treasurer/bookkeeper for Cedar Properties, LLC, a real estate rental company, spending minimal time on it. Tayne also sells fixed life, disability, and long-term care insurance through Wold & Associates LLC, dedicating about 10-20% of their time, and is associated with Wold Financial, LLC as a DBA for LPL business, spending a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 5 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 5 mos
Previous Registrations
Invest Financial Corporation
January 2014 - February 2018 · 4 yrs 1 mo
Invest Financial CorporationBroker
August 2011 - February 2018 · 6 yrs 6 mos
State Registrations33 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.